✅ Final Thoughts Friday for 2025-09-26
The biggest story that caught my eye this week was Stargate and new co-CEOs for the part Oracle will play in funding as well as construction of data centers within the US market.
OpenAI, Oracle, and SoftBank announce five new data center locations in the US, boosting Stargate's planned capacity to nearly 7 GW
From Wired. View the full context on Techmeme.
Source: Oracle sold $18B in US investment-grade bonds on Wednesday, issuing the debt in six parts, including a rare 40-year bond, as it ramps up spending
From Bloomberg. View the full context on Techmeme.
Oracle promotes Clay Magouyrk and Mike Sicilia to co-CEOs, replacing Safra Catz; Magouyrk previously led Cloud Infrastructure, and Sicilia led Oracle Industries
By Brody Ford / Bloomberg. View the full context on Techmeme.
